Account Manager - Employee Benefits

General Description: Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.

Responsibilities:

1. Manage a complex book of business with various funding methods and increased levels of customization.
2. Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
3. Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team.
4. Manage client renewals and negotiate with carriers on behalf of clients.
5. Lead client meetings regarding renewal and utilization results.
6. Regular client contact and in-person attendance at client meetings.
7. Engage clients, where appropriate, with internal USI Technical Resources.
8. Educate, advise and aid clients on all Compliance topics, including but not limited to ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
9. Conduct on-site meetings to communicate or administer benefit plans.
10. Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
11. Participate in peer review as both a participant and a reviewer of standards client deliverables.
12. Develop training content and deliver it to the Account Management team.

Knowledge, Skills, and Abilities:

1. 4+ years of experience in employee benefits industry. College degree preferred.
2. Prior customer service experience is preferred.
3. Must hold or be willing to earn life and disability insurance license.
4. Comfortable with internet-based programs and Microsoft Office products.
5. Ability to set priorities and manage deadlines.
6. Ability to carry out complex tasks with many concrete and abstract variables.
7. Ability to work in a fast-paced, team environment with minimal instruction.
8. Ability to communicate in a clear, concise, and concrete way in front of an audience.
9. Ability to define problems and generate potential solutions.
10. Keep informed about industry information, technology, and trends.